Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s Alphatec Holdings ATEC Stock Holding History

Luther King Capital Management (LKCM)’s Portfolio ATEC Stock Details ATEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.89M Sell
680,706
-264,050
-28% -$2.41M 0.02% 248
2026
Q1 		$10.3M Buy
944,756
+84,601
+10% +$1.23M 0.04% 173
2025
Q4 		$18.1M Buy
860,155
+1,571
+0.2% +$29.1K 0.07% 139
2025
Q3 		$12.5M Hold
858,584
– – 0.05% 156
2025
Q2 		$9.53M Sell
858,584
-786
-0.1% -$9.03K 0.04% 174
2025
Q1 		$8.71M Buy
859,370
+137,901
+19% +$1.48M 0.04% 169
2024
Q4 		$6.62M Sell
721,469
-49,808
-6% -$398K 0.03% 202
2024
Q3 		$4.29M Sell
771,277
-291,443
-27% -$2.24M 0.02% 245
2024
Q2 		$11.1M Buy
1,062,720
+136,492
+15% +$1.59M 0.05% 148
2024
Q1 		$12.8M Buy
926,228
+7,158
+0.8% +$106K 0.06% 142
2023
Q4 		$13.9M Buy
919,070
+49,851
+6% +$596K 0.07% 143
2023
Q3 		$11.3M Sell
869,219
-31,276
-3% -$490K 0.06% 139
2023
Q2 		$16.2M Sell
900,495
-96,634
-10% -$1.51M 0.08% 125
2023
Q1 		$15.6M Sell
997,129
-74,882
-7% -$1.06M 0.08% 124
2022
Q4 		$13.2M Sell
1,072,011
-314,658
-23% -$3.17M 0.07% 127
2022
Q3 		$12.1M Buy
1,386,669
+239,985
+21% +$1.9M 0.07% 132
2022
Q2 		$7.5M Buy
1,146,684
+131,799
+13% +$1.21M 0.04% 157
2022
Q1 		$11.7M Buy
1,014,885
+313,073
+45% +$3.39M 0.06% 142
2021
Q4 		$8.02M Sell
701,812
-249,547
-26% -$2.95M 0.04% 155
2021
Q3 		$11.6M Buy
951,359
+791,819
+496% +$11M 0.06% 138
2021
Q2 		$2.44M Buy
+159,540
New +$2.46M 0.01% 298

Other funds holding ATEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Luther King Capital Management (LKCM)'s ATEC Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Alphatec Holdings (ATEC) stake by 28% in Q2 2026, selling an estimated $2.41M and leaving 680,706 shares worth $5.89M. The position accounts for 0.02% of the portfolio, ranked #248.

Luther King Capital Management (LKCM) first reported a position in ATEC in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.1M in Q4 2025. 267 funds tracked by Wall St. Rank hold ATEC as of Q2 2026.

  • Luther King Capital Management (LKCM) held 680,706 shares of Alphatec Holdings worth $5.89M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 264,050 Alphatec Holdings shares in Q2 2026, an estimated $2.41M.
  • Alphatec Holdings made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #248 holding.
  • Luther King Capital Management (LKCM) first reported a position in Alphatec Holdings in Q2 2021 and has held it in 21 quarters since.
  • Luther King Capital Management (LKCM)'s Alphatec Holdings position peaked at $18.1M in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Alphatec Holdings as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.